I am currently using this with Qucken 2013.
is there a INTU.BID number for discover card that you can provide for direct connect or is there a way for me to determinie what it is from Discovers download? I know my problem is with Quicken
, but If I can run cvs2qfx transactions without having it change the financial instution from "Discover card" to "discover card account center". Once the online services is set you can't manually change that field.
I think the problem is switch between web-connect and direct-connect. While your product works, Discover has two options that don't seem to work the same in Quicken
. when setting up the Discover account for online services if I use "Discover card" for the Financial institution [wiich I have used for years] it set ups the account with "direct connect" connection. If I use "Discover card account center" for the finacial institution it sets it up as a web-connect and does not work as well or at least as conistently. When I use a QFX file generated from CSV2QFX
my only option in the lookup for discover is "Discover card account center" and after processing the transactions the financial institutiuon changes to Discover card account center but stays at direct-connect.
when it changes , many if not all of the previously downloaded and reconciled transactions from the prior 12 months show up in a manual match. if I run a discover downloaded qfx only the transactions not dowloaded yet show up.
I've been using Quicken
since 1989 and depend onthe download working correctly
Any feedback woudl be appreciated.